Template organization
under review
T
Tyson Rizzardo
Within the Templates Tab, being able to sort via Name by alphabet
Autopilot
Merged in a post:
Grouping of Templates
B
Ben Lancashire
Hi - is there a way to stop this being grouped? I use >5 templates regularaly and i't getting very frustrating having to click "see more" every time I do a letter.
Heidi Team
Thanks for sharing this — totally get how having to hit “see more” every time would get annoying when you’re using lots of templates daily.
Just to make sure we capture this properly for the team:
1) Where are you seeing the grouping/“see more” — in the Template Library, or when you’re generating a letter/document from a session?
2) Roughly how many templates do you use regularly (e.g., 6–10, 10+)?
3) Would your ideal setup be “always show all templates,” or the ability to pin/favourite a set so they’re always visible?
If you can share a quick screenshot of the screen where you’re clicking “see more,” that’d help a lot. I’ll pass this feedback on to the product team once I’ve got that context.
B
Ben Lancashire
Heidi Team
1) Where are you seeing the grouping/“see more” — in the Template Library, or when you’re generating a letter/document from a session?
- When generating a letter or note after stoppoing transcribing
2) Roughly how many templates do you use regularly (e.g., 6–10, 10+)?
- 10+
3) Would your ideal setup be “always show all templates,” or the ability to pin/favourite a set so they’re always visible?
- Yes - to show ALL templates. But the option to be able to chose a number of templates (see more) and have "see more" as an option in "settings" may be better to keep all people happy
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Anya Sharma
marked this post as
under review
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